The Analysis of Asset Management Group, Inc.'s Holdings
Currently, Asset Management Group, Inc. holds 136 types of securities in its portfolio with a total value $611.3M. In the most recent quarter, they have increased their positions in PSKY (+52.9K shares, valued at $1.0M), SCHY (+17.2K shares, valued at $480.3K), IJH (+3.4K shares, valued at $221.7K); decreased their positions in DPZ (-1.0K shares, valued at $440.8K), IVW (-3.2K shares, valued at $388.4K), PJT (-2.1K shares, valued at $378.2K); initiated new positions in PSKY (+52.9K shares, valued at $1.0M), IWM (+910 shares, valued at $220.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VBR VANGUARD INDEX FDS148.7K shares-0.48%2025-09-302025-11-14
AAPL APPLE INC95.9K shares-0.07%2025-09-302025-11-14 QQQ INVESCO QQQ TR40.3K shares-0.33%2025-09-302025-11-14 IWS ISHARES TR152.0K shares0.30%2025-09-302025-11-14 IVV ISHARES TR30.8K shares-0.21%2025-09-302025-11-14 IJH ISHARES TR277.1K shares1.24%2025-09-302025-11-14 VBK VANGUARD INDEX FDS59.8K shares-1.20%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS78.8K shares0.24%2025-09-302025-11-14 VOE VANGUARD INDEX FDS95.7K shares0.37%2025-09-302025-11-14 SSO PROSHARES TR148.1K shares-0.95%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR545.5K shares0.37%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS201.6K shares-0.72%2025-09-302025-11-14 SCHP SCHWAB STRATEGIC TR577.9K shares0.59%2025-09-302025-11-14 VTI VANGUARD INDEX FDS45.6K shares0.01%2025-09-302025-11-14 VO VANGUARD INDEX FDS48.6K shares-0.41%2025-09-302025-11-14 VB VANGUARD INDEX FDS51.5K shares-0.20%2025-09-302025-11-14 IJJ ISHARES TR89.2K shares-0.26%2025-09-302025-11-14 BIV VANGUARD BD INDEX FDS140.4K shares-1.04%2025-09-302025-11-14 IVE ISHARES TR51.4K shares0.39%2025-09-302025-11-14 IJS ISHARES TR88.1K shares-0.04%2025-09-302025-11-14 DPZ DOMINOS PIZZA INC22.0K shares-4.43%2025-09-302025-11-14 AMZN AMAZON COM INC40.8K shares0.00%2025-09-302025-11-14 TIP ISHARES TR75.1K shares-0.05%2025-09-302025-11-14 IGM ISHARES TR57.1K shares-1.10%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR255.6K shares0.30%2025-09-302025-11-14 EFAV ISHARES TR83.3K shares0.00%2025-09-302025-11-14 SPSM SPDR SERIES TRUST147.9K shares0.21%2025-09-302025-11-14 PJT PJT PARTNERS INC36.4K shares-5.53%2025-09-302025-11-14 DIS DISNEY WALT CO56.1K shares-0.29%2025-09-302025-11-14 MSFT MICROSOFT CORP12.2K shares0.30%2025-09-302025-11-14 VOT VANGUARD INDEX FDS20.5K shares-0.91%2025-09-302025-11-14 SPYG SPDR SERIES TRUST56.1K shares0.11%2025-09-302025-11-14 ICF ISHARES TR92.9K shares-1.35%2025-09-302025-11-14 IJK ISHARES TR57.2K shares-1.41%2025-09-302025-11-14 PEP PEPSICO INC38.4K shares0.13%2025-09-302025-11-14 SPYV SPDR SERIES TRUST94.1K shares-1.38%2025-09-302025-11-14 CAT CATERPILLAR INC10.8K shares0.30%2025-09-302025-11-14 IJT ISHARES TR36.0K shares-3.67%2025-09-302025-11-14 IVW ISHARES TR41.9K shares-7.13%2025-09-302025-11-14 VGT VANGUARD WORLD FD6.5K shares-0.12%2025-09-302025-11-14 IUSV ISHARES TR47.6K shares0.46%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR174.1K shares-0.79%2025-09-302025-11-14 IWD ISHARES TR22.3K shares0.35%2025-09-302025-11-14 WRB BERKLEY W R CORP56.6K shares-1.16%2025-09-302025-11-14 EFA ISHARES TR43.5K shares0.00%2025-09-302025-11-14 EEM ISHARES TR73.2K shares0.00%2025-09-302025-11-14 VOOG VANGUARD ADMIRAL FDS INC9.0K shares-0.08%2025-09-302025-11-14 GOOGL ALPHABET INC16.0K shares0.79%2025-09-302025-11-14 IWR ISHARES TR39.4K shares0.33%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL7.1K shares-1.32%2025-09-302025-11-14 SDY SPDR SERIES TRUST25.4K shares0.59%2025-09-302025-11-14 IJR ISHARES TR29.0K shares0.52%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR5.0K shares0.26%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR37.1K shares-0.03%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON17.8K shares0.66%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS35.5K shares-10.29%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR4.8K shares0.30%2025-09-302025-11-14 AGG ISHARES TR28.0K shares0.91%2025-09-302025-11-14 IWN ISHARES TR15.3K shares-0.60%2025-09-302025-11-14 SCHE SCHWAB STRATEGIC TR78.8K shares0.00%2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR95.4K shares0.29%2025-09-302025-11-14 XBI SPDR SERIES TRUST23.7K shares0.02%2025-09-302025-11-14 IEF ISHARES TR23.6K shares-2.06%2025-09-302025-11-14 DVY ISHARES TR15.4K shares0.75%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO14.0K shares0.57%2025-09-302025-11-14 DGT SPDR SERIES TRUST12.6K shares0.21%2025-09-302025-11-14 ABT ABBOTT LABS14.5K shares0.40%2025-09-302025-11-14 META META PLATFORMS INC2.6K shares0.00%2025-09-302025-11-14 MDYG SPDR SERIES TRUST20.9K shares-1.10%2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP18.8K shares2.04%2025-09-302025-11-14 VUG VANGUARD INDEX FDS3.9K shares0.57%2025-09-302025-11-14 FREL FIDELITY COVINGTON TRUST64.6K shares-0.02%2025-09-302025-11-14 GOOG ALPHABET INC7.3K shares1.61%2025-09-302025-11-14 IWF ISHARES TR3.6K shares-0.58%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F25.7K shares0.42%2025-09-302025-11-14 NVDA NVIDIA CORPORATION7.3K shares0.01%2025-09-302025-11-14 WMT WALMART INC13.1K shares0.24%2025-09-302025-11-14 SAM BOSTON BEER INC6.3K shares0.00%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F9.5K shares0.33%2025-09-302025-11-14 IGE ISHARES TR25.6K shares0.55%2025-09-302025-11-14 VDE VANGUARD WORLD FD9.8K shares0.71%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR38.3K shares0.09%2025-09-302025-11-14 SCHR SCHWAB STRATEGIC TR48.5K shares0.89%2025-09-302025-11-14 PFE PFIZER INC46.4K shares2.19%2025-09-302025-11-14 PAYX PAYCHEX INC8.1K shares0.72%2025-09-302025-11-14 PSKY PARAMOUNT SKYDANCE CORP52.9K sharesnew addition2025-09-302025-11-14 ADI ANALOG DEVICES INC3.9K shares0.34%2025-09-302025-11-14 IUSG ISHARES TR5.7K shares0.14%2025-09-302025-11-14 IHE ISHARES TR12.8K shares0.44%2025-09-302025-11-14 MCO MOODYS CORP1.9K shares0.00%2025-09-302025-11-14 FNDF SCHWAB STRATEGIC TR20.0K shares3.02%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.30%2025-09-302025-11-14 CSCO CISCO SYS INC11.6K shares1.75%2025-09-302025-11-14 OEF ISHARES TR2.4K shares0.13%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR2.7K shares0.11%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS9.5K shares0.74%2025-09-302025-11-14 SCHY SCHWAB STRATEGIC TR26.6K shares182.18%2025-09-302025-11-14 BYLD ISHARES TR31.9K shares1.33%2025-09-302025-11-14 ILCB ISHARES TR7.8K shares0.24%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS11.8K shares0.16%2025-09-302025-11-14 VXUS VANGUARD STAR FDS9.2K shares0.45%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY9.0K shares0.00%2025-09-302025-11-14 BOND PIMCO ETF TR6.6K shares1.08%2025-09-302025-11-14 OMC OMNICOM GROUP INC7.3K shares0.60%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC1.7K shares-0.65%2025-09-302025-11-14 AIZ ASSURANT INC2.7K shares-10.04%2025-09-302025-11-14 KDP KEURIG DR PEPPER INC22.6K shares-2.83%2025-09-302025-11-14 MRK MERCK & CO INC6.9K shares0.91%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.7K shares0.40%2025-09-302025-11-14 IYW ISHARES TR2.8K shares0.00%2025-09-302025-11-14 VMC VULCAN MATLS CO1.8K shares0.17%2025-09-302025-11-14 CW CURTISS WRIGHT CORP985 shares0.10%2025-09-302025-11-14 IWB ISHARES TR1.3K shares0.23%2025-09-302025-11-14 EWC ISHARES INC8.6K shares0.00%2025-09-302025-11-14 SHY ISHARES TR4.7K shares0.95%2025-09-302025-11-14 HPQ HP INC14.2K shares1.13%2025-09-302025-11-14 GE GE AEROSPACE1.3K shares0.00%2025-09-302025-11-14 IMCG ISHARES TR4.5K shares0.18%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC2.5K shares0.44%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR6.3K shares0.18%2025-09-302025-11-14 RSPM INVESCO EXCHANGE TRADED FD T9.0K shares0.48%2025-09-302025-11-14 V VISA INC802 shares0.00%2025-09-302025-11-14 GILD GILEAD SCIENCES INC2.4K shares0.63%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.3K shares0.67%2025-09-302025-11-14 MCD MCDONALDS CORP837 shares0.48%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO3.2K shares0.60%2025-09-302025-11-14 IBB ISHARES TR1.8K shares0.00%2025-09-302025-11-14 BDX BECTON DICKINSON & CO1.3K shares0.39%2025-09-302025-11-14 IAU ISHARES GOLD TR3.2K shares0.00%2025-09-302025-11-14 LOW LOWES COS INC916 shares-3.38%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP2.4K shares0.29%2025-09-302025-11-14 IWM ISHARES TR910 sharesnew addition2025-09-302025-11-14 XERS XERIS BIOPHARMA HOLDINGS INC26.5K shares0.00%2025-09-302025-11-14 PEG PUBLIC SVC ENTERPRISE GRP IN2.5K shares0.77%2025-09-302025-11-14 NWL NEWELL BRANDS INC13.1K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available